Ilya Zlotnik
Wealth Advisor & Partner

P: 312.248.8300

My Mission

“My team and I are dedicated to helping our clients and their families make smart investment and financial decisions over the course of their lifetime.”

Education

  • BS from Indiana University
  • MBA from University of Chicago

Specializations

  • Building customized investment portfolio’s that integrate private equity/credit, real estate, and hedge funds with stocks and bonds
  • Guiding business owners during pivotal liquidity events and transitional phases
  • Complex Tax & Estate Planning
  • Retirement Planning

Contact Me

VIVALDI CAPITAL MANAGEMENT CHICAGO
225 W. WACKER DRIVE
SUITE #2100
CHICAGO, IL 60606

P: 312.248.8300

About Ilya

lIya is a Wealth Advisor and Partner at Vivaldi Capital Management Chicago. Ilya, and his team, advise high-net worth individuals and families on all aspects of their financial life. Prior to joining Vivaldi, Ilya worked as an Investment Consultant at TD Ameritrade. He also spent a period of time as a Senior Associate in the Private Wealth Group at RMB Capital Management. Ilya received a BS degree in Finance from the Kelley School of Business at Indiana University and his MBA with concentrations in Finance and Entrepreneurship from the Booth School of Business at the University of Chicago. In his free time, Ilya enjoys biking around the city with his son and climbing mountains in adventurous parts of the world.

Wealth Management

Advisor News & Views

In our latest Fireside Chat, we had the pleasure of hosting Byron Udell, a leader in the life insurance industry and the founder of the successful AccuQuote. This insightful conversation, led by Ilya Zlotnik, delved into Byron’s remarkable journey of creating, building, and recently selling his business and transitioning into the ideal retirement. Here’s a glimpse into the insights and experiences shared by Byron.

Read More

Resources Recommended by Ilya

Contact

Ilya Zlotnik

Wealth Advisor & Partner

Vivaldi Capital Management Chicago
225 W. Wacker Drive
Suite #2100
Chicago, IL 60606

P: 312.248.8300